JACKSON THORNTON WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationmontgomery, AL
- Num holdings
302
- Value ($000)
$1,058,174
- Date Filed01/22/2026
- Form type13F-HR
- CIK0001903880
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $196.13M | 19 % | 4,844,024 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $174.83M | 17 % | 2,833,951 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $81.53M | 8 % | 1,611,044 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $81.47M | 8 % | 1,690,520 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $48.25M | 5 % | 1,436,826 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $38.24M | 4 % | 637,281 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $37.84M | 4 % | 978,849 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $33.82M | 3 % | 448,280 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $30.87M | 3 % | 903,036 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $26.47M | 3 % | 770,506 |
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